Entry Level Wealth Associate

Exciting opportunity to join our established Maner Wealth practice as an entry level Wealth Associate! Target start date is June 2027.

Summary of Responsibilities:

The Wealth Associate will be responsible for all areas of the financial planning process, investment management and managing client relationships.

Essential Functions:

• Servicing and advising existing clients
• Work with our software (e.g., Wealthbox, eMoney, Schwab) to manage client relationships and provide financial advice
• Manage client relationships including regular client contact in-person, via phone, as well as electronically

Job Qualifications:

• Experience directly working with families on personal financial planning preferred
• Bachelor’s Degree from an accredited University
• Series 65 License preferred
• Experience with eMoney or other financial planning software
• Ability to build deep relationships and trust with clients, team members, and COI’s
• Thorough computer skills a must including Microsoft Office Suite
• Excellent verbal and written communication skills a must
• Knowledge of, and experience with, DC and DB plans is strongly preferred
• Strong interpersonal skills and a compelling aptitude to provide advice
• Ability to think critically, identify, meet and follow through with recommendations for clients
• Strong attention to detail and highly organized
• Ability to work independently and perform multiple tasks efficiently
• Competitive compensation package
• Generous Paid Time Off policy
• Medical, Dental and Vision Insurance available